PMVAX Rating, Research - Putnam Multi-Cap Value A

Putnam Multi-Cap Value A (pmvax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 69

Threats + Weaknesses = 40

When strengths & opportunities substantially exceed threats & weaknesses an investment in the pmvax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Putnam Multi-Cap Value A (PMVAX) Description: PMVAX is a mutual fund, which is an investment that owns a basket of assets. The PMVAX mutual fund was provided by Putnam and this investment vehicle derives the majority of its value from equity holdings (stocks). Putnams mutual fund has a medium management tenure and is in the average fund size classification. PMVAXs minimum initial investment amount is $500 while the IRA minimum is $0. PMVAXs expense ratio is roughly 1%. The latest PMVAXs front end load was 6% and the back end load was 0%. The Putnam Multi-Cap Value A (PMVAX) mutual fund falls under the mid-cap value category. PMVAX focuses its investments in USA and PMVAX is not affiliated with a particular industry or fund sector. The Putnam Multi-Cap Value A (PMVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PMVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PMVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 80% of total assets in equity securities (see equity research) of U.S. and foreign companies engaged in the energy and natural resources industries. It typically invests at least 50% of total assets in crude oil, petroleum and natural gas companies. The fund also may invest up to 35% of total assets in precious metals, such as gold bullion, and companies engaged in the production of precious metals. It may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments.

Management Analysis Update

Performance Analysis Update